When adding a session you can choose to make it a "Confirmed" session, which is the default, or you can choose to make the new session "Pending," by deselecting the "Confirmed" checkbox.
Having a session in pending status will not prevent you or your users from completing the session. As well, 36 hour e-mail session reminders and text message reminders will still be sent to the session participants as per normal.
This new feature is intended to be a visual queue for those sessions that are not 100% confirmed; either by a client or practitioner.
There are several ways to toggle the status of a session, they include:
- from the calendar click on the session cell and choose PENDING OR CONFIRMED
- from the edit session page select or deselect the Confirmed checkbox to the right of the submit button
- from the ALL and OPEN session list pages click on the green or orange icons to the right of the table found under the OPTIONS column
This feature is the first step in a series of new feature add-ons that are coming. We are expanding the software to allow, through permission control, clients to request sessions from the backend (when logged in) and eventually from the frontend (when on your website using a script snippet).
These new features will expand the duties of the software to help you manage client acquisition from the top of your sales funnel if you so choose.
If you have any questions, please contact support at mail@bizstim.com.
Sincerely,
The Bizstim Team
